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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
951
Hartford Financial Management
Connecticut
$744K +$778K +6,926 +9,359%
PFO
952
Pathstone Family Office
New Jersey
$740K – – –
HCP
953
Holt Capital Partners
Texas
$738K +$780K +6,945 New
CPA
954
Court Place Advisors
Maryland
$724K -$10.2K -91 -1%
LIM
955
Loudon Investment Management
New Hampshire
$717K +$435K +3,875 +135%
NFG
956
Next Financial Group
Texas
$716K -$91.8K -817 -11%
BIA
957
Bigelow Investment Advisors
Maine
$714K -$22.5K -200 -3%
LOAME
958
Lombard Odier Asset Management (Europe)
United Kingdom
$714K – – –
S
959
SimplyRich
California
$713K – – –
EDRH
960
Edmond de Rothschild Holding
Switzerland
$712K – – –
PCG
961
Private Capital Group
Connecticut
$707K +$33.8K +301 +5%
MFWM
962
Motley Fool Wealth Management
Virginia
$706K -$48.4K -431 -6%
FBT
963
First Bankers Trust
Kentucky
$704K -$26.4K -235 -3%
NPT
964
Nixon Peabody Trust
Massachusetts
$698K – – –
LA
965
Legacy Advisors
Pennsylvania
$696K +$2.58K +23 +0.4%
BRWA
966
B. Riley Wealth Advisors
Florida
$694K +$39.6K +353 +6%
ICM
967
Ionic Capital Management
New York
$690K -$887K -7,900 -55%
SCA
968
Sage Capital Advisors
South Dakota
$686K +$4.49K +40 +0.6%
VIA
969
Vident Investment Advisory
Georgia
$680K -$50.8K -452 -7%
KB
970
Kimelman & Baird
New York
$680K +$719K +6,400 New
MWP
971
MYCIO Wealth Partners
Pennsylvania
$677K +$225 +2 +0%
LTI
972
Laffer Tengler Investments
Tennessee
$676K -$17.5K -156 -2%
PAM
973
Premier Asset Management
Illinois
$675K – – –
MFG
974
Merit Financial Group
Georgia
$672K +$20.2K +180 +3%
CG
975
Colony Group
Massachusetts
$671K +$10.4K +93 +1%
37 38
39
40 41